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PepsiCo
PEP

Overview Fund Activity

1,752 hedge funds and large institutions have $101B invested in PepsiCo in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 726 increasing their positions, 737 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,752
Holders Change
-15
Holders Change %
-0.85%
% of All Funds
48.97%
Holding in Top 10
277
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+37.81%
% of All Funds
7.74%
New
57
Increased
726
Reduced
737
Closed
56
Calls
$729M
Puts
$703M
Net Calls
+$26M
Net Calls Change
+$23.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$454M
2
UBS Group
UBS Group
Switzerland
+$294M
3
WRF
Waddell & Reed Financial
Kansas
+$276M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$183M
5
Ameriprise
Ameriprise
Minnesota
+$174M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$988M
2
YAM
Yacktman Asset Management
Texas
-$429M
3
JHIU
Janus Henderson Investors US
Colorado
-$202M
4
Millennium Management
Millennium Management
New York
-$173M
5
Morgan Stanley
Morgan Stanley
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
1526
Clear Harbor Asset Management
Connecticut
$400K -$7.36K -78 -2%
OC
1527
Oakworth Capital
Alabama
$398K -$169K -1,791 -30%
BL
1528
Balentine LLC
Georgia
$398K +$55.5K +588 +16%
RWM
1529
Rench Wealth Management
Texas
$395K +$83.7K +887 +27%
VC
1530
Vicus Capital
Pennsylvania
$394K -$4.24K -45 -1%
SCG
1531
Sonata Capital Group
Washington
$392K – – –
AI
1532
Accredited Investors
Minnesota
$392K +$1.8K +19 +0.5%
FCFC
1533
First Commonwealth Financial Corp
Pennsylvania
$392K +$61.4K +650 +19%
SAMC
1534
Shinko Asset Management Company
Japan
$391K -$21.5K -228 -5%
AL
1535
Agran Libbie
California
$389K -$18.1K -192 -4%
MSR
1536
Main Street Research
Connecticut
$388K -$16.2K -159 -4%
FVCM
1537
F&V Capital Management
Florida
$386K – – –
CHJWM
1538
Carlton Hofferkamp & Jenks Wealth Management
Texas
$386K +$386K +4,100 New
OWP
1539
Obermeyer Wealth Partners
Colorado
$385K +$9.43K +100 +3%
UBWV
1540
United Bank (West Virginia)
West Virginia
$384K -$91.7K -973 -19%
IIM
1541
Ironwood Investment Management
Massachusetts
$384K -$2.83K -30 -0.7%
CCM
1542
Carlson Capital Management
Minnesota
$383K +$18.7K +199 +5%
BA
1543
Birinyi Associates
Connecticut
$383K +$383K +4,059 New
LBG
1544
Lloyds Banking Group
United Kingdom
$382K -$47.1K -500 -11%
IAA
1545
Ironsides Asset Advisors
North Carolina
$375K +$375K +3,974 New
BCM
1546
Beck Capital Management
Texas
$373K – – –
HHGA
1547
Halbert Hargrove Global Advisors
California
$370K -$387K -4,112 -51%
PAM
1548
Premier Asset Management
Illinois
$367K – – –
PWMAG
1549
Pinnacle Wealth Management Advisory Group
New Jersey
$366K +$40.6K +430 +12%
PIM
1550
Parasol Investment Management
Illinois
$363K -$204K -2,159 -36%
60 61
62
63 64